Plante Moran Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,237
| Closed | -$16.3K | – | 930 |
|
|
2023
Q3 | $16.3K | Hold |
1,237
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $14.5K | Buy |
1,237
+25
| +2% | +$293 | ﹤0.01% | 502 |
|
|
2023
Q1 | $13.5K | Buy |
1,212
+20
| +2% | +$223 | ﹤0.01% | 517 |
|
|
2022
Q4 | $16.4K | Buy |
1,192
+20
| +2% | +$275 | ﹤0.01% | 506 |
|
|
2022
Q3 | $16K | Buy |
1,172
+17
| +1% | +$232 | ﹤0.01% | 509 |
|
|
2022
Q2 | $19K | Buy |
1,155
+14
| +1% | +$230 | ﹤0.01% | 479 |
|
|
2022
Q1 | $21K | Sell |
1,141
-130
| -10% | -$2.39K | ﹤0.01% | 492 |
|
|
2021
Q4 | $23K | Buy |
1,271
+158
| +14% | +$2.86K | ﹤0.01% | 533 |
|
|
2021
Q3 | $23K | Sell |
1,113
-289
| -21% | -$5.97K | 0.01% | 535 |
|
|
2021
Q2 | $32K | Buy |
1,402
+310
| +28% | +$7.08K | 0.01% | 459 |
|
|
2021
Q1 | $27K | Sell |
1,092
-1,883
| -63% | -$46.6K | 0.01% | 490 |
|
|
2020
Q4 | $65K | Buy |
2,975
+55
| +2% | +$1.2K | 0.02% | 307 |
|
|
2020
Q3 | $63K | Buy |
2,920
+160
| +6% | +$3.45K | 0.02% | 286 |
|
|
2020
Q2 | $60K | Buy |
2,760
+11
| +0.4% | +$239 | 0.02% | 271 |
|
|
2020
Q1 | $50K | Buy |
2,749
+7
| +0.3% | +$127 | 0.02% | 258 |
|
|
2019
Q4 | $73K | Buy |
2,742
+7
| +0.3% | +$186 | 0.03% | 264 |
|
|
2019
Q3 | $63K | Buy |
2,735
+9
| +0.3% | +$207 | 0.02% | 307 |
|
|
2019
Q2 | $54K | Buy |
2,726
+9
| +0.3% | +$178 | 0.02% | 325 |
|
|
2019
Q1 | $50K | Sell |
2,717
-1,833
| -40% | -$33.7K | 0.02% | 331 |
|
|
2018
Q4 | $78K | Buy |
4,550
+3,300
| +264% | +$56.6K | 0.03% | 232 |
|
|
2018
Q3 | $24K | Sell |
1,250
-757
| -38% | -$14.5K | 0.01% | 417 |
|
|
2018
Q2 | $41K | Sell |
2,007
-332
| -14% | -$6.78K | 0.02% | 371 |
|
|
2018
Q1 | $45K | Buy |
2,339
+115
| +5% | +$2.21K | 0.02% | 361 |
|
|
2017
Q4 | $42K | Buy |
2,224
+47
| +2% | +$888 | 0.02% | 379 |
|
|
2017
Q3 | $42K | Buy |
2,177
+6
| +0.3% | +$116 | 0.03% | 343 |
|
|
2017
Q2 | $41K | Buy |
2,171
+52
| +2% | +$982 | 0.03% | 358 |
|
|
2017
Q1 | $43K | Sell |
2,119
-1,449
| -41% | -$29.4K | 0.03% | 347 |
|
|
2016
Q4 | $78K | Sell |
3,568
-610
| -15% | -$13.3K | 0.05% | 250 |
|
|
2016
Q3 | $87K | Buy |
4,178
+652
| +18% | +$13.6K | 0.06% | 224 |
|
|
2016
Q2 | $68K | Sell |
3,526
-512
| -13% | -$9.87K | 0.05% | 243 |
|
|
2016
Q1 | $78K | Sell |
4,038
-173
| -4% | -$3.34K | 0.06% | 204 |
|
|
2015
Q4 | $75K | Buy |
4,211
+3,490
| +484% | +$62.2K | 0.06% | 225 |
|
|
2015
Q3 | $13K | Buy |
721
+4
| +0.6% | +$72 | 0.01% | 447 |
|
|
2015
Q2 | $15K | Buy |
717
+4
| +0.6% | +$84 | 0.01% | 464 |
|
|
2015
Q1 | $15K | Buy |
713
+31
| +5% | +$652 | 0.01% | 454 |
|
|
2014
Q4 | $12K | Buy |
682
+3
| +0.4% | +$53 | 0.01% | 506 |
|
|
2014
Q3 | $11K | Buy |
679
+30
| +5% | +$486 | 0.01% | 523 |
|
|
2014
Q2 | $11K | Buy |
649
+262
| +68% | +$4.44K | 0.01% | 518 |
|
|
2014
Q1 | $6K | Buy |
387
+95
| +33% | +$1.47K | 0.01% | 452 |
|
|
2013
Q4 | $5K | Buy |
+292
| New | +$5K | ﹤0.01% | 543 |
|